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Logan Spencer

Fisher Investments

Tampa, FL

Plano, TX

CRD 7996438

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-15
TX RA APPROVED 2025-02-12
  • FL RA
    APPROVED
    Since 2025-02-15
  • TX RA
    APPROVED
    Since 2025-02-12

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Motio Mckinney TX 08/2023 02/2024
Fisher Investments Tampa FL 07/2024 Present
Crowdstrike Austin TX 06/2023 07/2023
Chopshop Mckinney TX 03/2024 06/2024
In School Richardson TX 08/2014 06/2023
  • 08/2023 → 02/2024
    Motio
    Mckinney, TX
  • 07/2024 → Present
    Fisher Investments
    Tampa, FL
  • 06/2023 → 07/2023
    Crowdstrike
    Austin, TX
  • 03/2024 → 06/2024
    Chopshop
    Mckinney, TX
  • 08/2014 → 06/2023
    In School
    Richardson, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-11
  • S65 Uniform Investment Adviser Law Examination
    2025-02-11

View on SEC IAPD

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